EP
HR icon

Essential Partners’s Healthcare Realty HR Stock Holding History

Essential Partners’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.7K Buy
1,224
+322
+36% +$6.25K 0.01% 832
2026
Q1 		$15.3K Sell
902
-39
-4% -$684 0.01% 1038
2025
Q4 		$15.9K Buy
941
+73
+8% +$1.3K ﹤0.01% 991
2025
Q3 		$15.7K Buy
868
+820
+1,708% +$13.9K 0.01% 986
2025
Q2 		$761 Buy
+48
New +$730 ﹤0.01% 1579

Other funds holding HR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Essential Partners's HR Position: Q2 2026 in Review

Essential Partners increased its Healthcare Realty (HR) stake by 36% in Q2 2026, buying an estimated $6.25K and bringing the position to 1,224 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #832.

Essential Partners first reported a position in HR in Q2 2025 and has held it in 5 quarters since. 462 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Essential Partners held 1,224 shares of Healthcare Realty worth $24.7K as of Q2 2026.
  • Essential Partners bought 322 Healthcare Realty shares in Q2 2026, an estimated $6.25K.
  • Healthcare Realty made up 0.01% of Essential Partners's portfolio in Q2 2026, its #832 holding.
  • Essential Partners first reported a position in Healthcare Realty in Q2 2025 and has held it in 5 quarters since.
  • 462 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.